It’s important to spend some time understanding what your users want to see when they perform a search in Salesforce. The search layout affects which fields users can view, filter and sort by on the search results page. You can also change the layout for each profile. You can access search layouts from Setup via an object in the Object Manager.
Full Answer
What is the use of search layouts in Salesforce?
The use of Search Layouts in Salesforce ecosystem is to customize search results. In other words, these appear on the top whenever a record is accessed through lookup dialogs or related lists. Users can easily choose what details to view in search filter fields, recent records lists, lookup phone dialogs, etc.
What is a lookup field in Salesforce?
Salesforce objects often include one or more lookup fields that allow users to associate two records together in a relationship. For example, a contact record includes an Account lookup field that represents the relationship between the contact and the organization with which the contact is associated.
What is the search layout for custom fields?
For custom objects, the search layout uses the API name, for example, MyCustomField__c instead of the field name My Custom Field. The list of fields displayed in the Recent Object Name list view for an object. The list of standard buttons excluded from the search layout.
What are enhanced lookups in Salesforce classic?
Enhanced lookups are optionally enabled by your administrator. This field is equivalent to the Lookup Filter Fields related list on the object detail page in the application user interface. For more information, see “Standard and Enhanced Lookups in Salesforce Classic” in Salesforce Help.
What do search layouts do in Salesforce?
Search layouts allow us to customize the fields both standard and custom that are displayed in various results lists. It is worth the time to customize, as it can improve productivity by ensuring that the most useful fields are displayed in the search results.
Are lookup fields searchable in Salesforce?
lookup field are searchable.
What can an admin configure for users on the search result page via search settings Classic or search layouts )?
As an admin, you can customize search layouts, which control items such as record previews, fields to filter and sort by, and recommended results. You can also select which objects you want for different users in addition to the objects Einstein Search determines itself (beta).
How do I add a field to a search layout in Salesforce?
Classic: Click on Setup | Customize | Select your desired object | Search layout | Edit eg: Object (Account) tab | Add the fields from Available box to Selected box and click on Save button.
How do I make a field searchable in Salesforce?
Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.
What is the purpose of a lookup field in Salesforce?
Lookup fields allow you to associate two records together in a relationship. For example, a contact record includes an account lookup field that associates the contact with its account.
What is search layout in Salesforce lightning?
In Lightning Experience, you can select Search Layouts for Salesforce Classic. This option lets you easily access layouts for Salesforce Classic without switching out of Lightning Experience. Layouts include: Lookup Dialogs, Lookup Phone Dialogs (for Salesforce CRM Call Center), Search Filter Fields, and Tab.
How do I customize search layouts in Salesforce?
Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . ... Under Objects and Fields, select Object Manager. ... To edit the layout, from the dropdown menu across from layout,select Edit.To change what's visible on the page, move fields between Available Fields and Selected Fields. ... Save your changes.
What is search filter fields in Salesforce?
Search filter fields allow us to filter the records that are retrieved after searching from the search bar.
How do I customize global search in Salesforce?
Global Search ResultsSelect the Global Search component.In the property editor, configure properties for the component: Property. Details. Search Term. The system supplies this search term to search across the site. Show the All results tab. To show search results in one list under All, check the box.
What is Salesforce lookup field?
Salesforce objects often include one or more lookup fields that allow users to associate two records together in a relationship. For example, a contact record includes an Account lookup field that represents the relationship between the contact and the organization with which the contact is associated.
What version of API is search layout?
Search layouts for custom objects are available in API version 14.0 and later. The ability to modify search layouts for standard objects (except events and tasks) is available in API version 27.0 and later.
Is name field mandatory?
Any Name field defined as a text type is mandatory; it’s always displayed as the first column in the search results page.. When you query for a list of fields; the name field isn’t returned but all other fields are. If you define the Name field as an autonumber type, it’s not mandatory and you can remove it from the list.
Salesforce Global Search
The first place a user looks to search is the global search bar, with a search box conveniently located at the top of the screen, regardless of where you are in the Salesforce user interface.
Lookup Search
A lookup search enables a user to search and associate a record to another record using a lookup field. For example, when associating a Contact with an Account, you would use the ‘Account Name’ field to associate the two records together.
Salesforce Search Layouts
It’s important to spend some time understanding what your users want to see when they perform a search in Salesforce. The search layout affects which fields users can view, filter and sort by on the search results page. You can also change the layout for each profile.
List View Search
List views are like fabulous mini-reports and are a great way to access data. Once created, you can also search a list view for a specific record.
Salesforce Einstein Search
Salesforce Einstein Search takes searching in Salesforce to the next level – it’s super smart! Einstein Search discovers and understands your user’s preferences and personalized search results based on geography, ownership, industry, and activity.
Summary
So, there we have it, an overview of the multiple ways to search in Salesforce.
What are Search Layouts in Salesforce?
The basic idea of any topic is important from the examination point of view. The use of Search Layouts in Salesforce ecosystem is to customize search results. In other words, these appear on the top whenever a record is accessed through lookup dialogs or related lists.
How Do I Add Search Layouts in Salesforce?
The process of including search layouts in any record is quite easy. Just follow the given steps,
Conclusion
In the end, we now conclude our journey of understating Seach Layouts in Salesforce. It helps you customize fields that you want to display in the lookup dialogs and other places. Make sure to test them out on your system and try to gain good practice. Further, you can post your queries to us for better assistance.